Our 5th annual Summit Symposium was everything it promised to be and then some! Over 300 clients and friends joined us at The Palm Event Center in Pleasanton...
Team Summit Supports Open Heart Kitchen
March 19, 2017 |Category:
Over a 2 week period in November, Summit Team (and families), spent time volunteering at Open Heart Kitchen (OHK) preparing meals for hungry families and elderly in the community....
Summit Places 4th at Junior Achievement’s Social Innovation Camp!
July 26, 2016 |Category:
Summit’s Laura O’Brien and Michael Lahl had the opportunity to be mentors at this year’s Junior Achievement Social Innovation Camp again. Since 2012, This Northern California initiative of Junior...
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Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#1221611. DOFU 07/2015.